Birmingham

Alabama

101 25th Street North, Suite 100
Birmingham, AL 35203
t: 205.208.8700

Birmingham, Alabama

Financial Advisors in Birmingham, AL

At Savant Wealth Management in Birmingham, AL, our fiduciary financial advisors dedicate themselves to helping you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice that aligns with your best interest. From our office at 101 25th Street North, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth.

While most of our clients have $750,000 or more in investable assets, we also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance.

If you’re preparing for retirement, navigating complex financial decisions, or aiming to align your investment, tax, and estate planning strategies, our Birmingham-based team is here to help. Schedule your introductory consultation to learn how Savant can help support your long-term goals with clarity and care.

Why Choose Savant in Birmingham for Financial Planning?

Savant Wealth Management brings national depth and local insight to every client relationship. Our Birmingham advisors are committed to providing personalized guidance backed by the strength of a collaborative, credentialed team. As fiduciaries, we are legally bound to act in your best interests, providing transparent advice. From building your wealth to protecting what you’ve earned, we focus on your goals and offer ongoing support through every stage of life.

Financial Planning Services Offered at Our Birmingham Office

Our Birmingham office offers a full spectrum of comprehensive financial services designed to help you meet your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps to ensure every part of your financial life works in harmony. Explore the service options below to see how Savant can help you pursue your goals.

Our Wealth Management Services

financial planning tools, Birmingham, Alabama, Satellite Beach, Florida

Financial Planning Tools and Resources for Birmingham Residents

Building financial confidence starts with having the right tools. At Savant Wealth Management, we offer a curated selection of resources, including checklists, assessments, and planning guides, to help you make smart decisions at every life stage. From retirement preparation to refining your current financial plan, these tools are here to support your next move with clarity and purpose. Browse the materials below to evaluate your financial position and help move forward with greater insight.

FAQs About Financial Planning in Birmingham, AL

What should I bring to my first meeting with a financial advisor in Birmingham?

Bring any relevant financial documents, including recent tax returns, investment statements, estate plans, and a list of your financial goals. This helps us gain a full picture of your situation and recommend personalized strategies.

What does it mean that Savant is a fiduciary financial advisor in Birmingham, AL?

As a fiduciary, we must legally and ethically always act in your best interests. Our fee-only model eliminates commissions and hidden incentives.

What financial services are available at the Birmingham office?

We offer integrated services that include financial planning, investment management, estate planning, tax advisory, trust services, and business succession planning.

How do I get to the Savant office in Birmingham?

Our Birmingham office is located at 101 25th Street North, Suite 100, in the Birmingham District. It’s easily accessible from major roads and offers convenient on-site parking.

financial advisor, Birmingham

Connect with a Financial Advisor in Birmingham, AL, Today

If you’re looking to help bring structure and confidence to your financial life, our Birmingham team is ready to support you. Call us at 205.208.8700 to schedule your initial consultation and experience the value of working with a fiduciary advisor who puts your goals at the center of every strategy.

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.

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